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JPMorgan Chase

4,166 hedge funds and large institutions have $416B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 1,733 increasing their positions, 1,808 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 90

1% more funds holding

Funds holding: 4,1094,166 (+57)

1% more capital invested

Capital invested by funds: $414B → $416B (+$2.39B)

0.16% less ownership

Funds ownership: 71.84%71.68% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 1,733 | Existing positions reduced: 1,808

6% less funds holding in top 10

Funds holding in top 10: 719675 (-44)

20% less call options, than puts

Call options by funds: $7.24B | Put options by funds: $9.01B

Holders
4,166
Holders Change
+57
Holders Change %
+1.39%
% of All Funds
60.17%
Holding in Top 10
675
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-6.12%
% of All Funds
9.75%
New
201
Increased
1,733
Reduced
1,808
Closed
90
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$921M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1551
Strategic Financial Services
New York
$5.76M +$73.1K +374 +1%
GFP
1552
Gryphon Financial Partners
Ohio
$5.76M +$327K +1,674 +6%
EPW
1553
Evergreen Private Wealth
Colorado
$5.75M +$49.3K +252 +0.9%
MLM
1554
Mount Lucas Management
Pennsylvania
$5.75M +$2.48M +12,700 +81%
ATI
1555
Act Two Investors
California
$5.73M
RCIM
1556
Red Cedar Investment Management
Michigan
$5.72M +$764K +3,910 +16%
TSWM
1557
Triangle Securities Wealth Management
North Carolina
$5.71M -$125K -639 -2%
DCM
1558
Delta Capital Management
New Jersey
$5.69M +$194K +990 +4%
CAM
1559
Centre Asset Management
New York
$5.69M +$123K +629 +2%
SPG
1560
Strategic Planning Group
Utah
$5.69M +$734K +3,754 +15%
BCM
1561
Brookmont Capital Management
Texas
$5.68M -$128K -657 -2%
CIC
1562
Cornercap Investment Counsel
Georgia
$5.67M -$2.1M -10,762 -28%
MCM
1563
Monarch Capital Management
Indiana
$5.66M -$150K -765 -3%
LCM
1564
Laurion Capital Management
New York
$5.65M +$5.46M +27,952 New
MSA
1565
Marino Stram & Associates
Massachusetts
$5.65M -$55.3K -283 -1%
JWCA
1566
J.W. Coons Advisors
Ohio
$5.64M +$83.5K +427 +2%
MWM
1567
Mattern Wealth Management
Kansas
$5.64M -$94K -481 -2%
LWM
1568
LJI Wealth Management
Indiana
$5.63M -$20.7K -106 -0.4%
VWM
1569
Valley Wealth Managers
New Jersey
$5.62M -$454K -2,322 -8%
GLR
1570
Great Lakes Retirement
Ohio
$5.62M +$1.06M +5,417 +24%
AF
1571
Advisornet Financial
Minnesota
$5.61M +$162K +829 +3%
CFGS
1572
Concourse Financial Group Securities
Alabama
$5.61M -$161K -821 -3%
CIG
1573
Consolidated Investment Group
Colorado
$5.6M
IWA
1574
Invera Wealth Advisors
Oregon
$5.6M +$78.2K +400 +2%
OPA
1575
Old Port Advisors
Maine
$5.59M -$31.5K -161 -0.6%